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Preview Reception of Estate Jewelry and Doyle+Design
The FPANY and the Estate Planning Council along with Doyle New York Auctioneers and Appraisers will be hosting this event.
This event is free to all FPANY Members and their Guest.
Founded in 1962, Doyle New York is one of the world’s foremost auctioneers and appraisers of fine art, jewelry, furniture, decorations and a variety of other categories. Doyle New York is pleased to host a preview reception of Estate Jewelry and Doyle+Design (Modern and Contemporary furniture, art and design). The specialists from both sales will be on hand during the reception, and there will be an informal talk profiling some of the highlights on view.
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The Financial Planning Association® (FPA®) of New York was recognized at FPA’s 2011 Chapter Leaders Conference as a Roadmap to Success Recipient and achieving an Outstanding Achievement Award.
The chapter was honored for its accomplishments and efforts in chapter operations, chapter leadership, public relations and public awareness, member outreach, and member recruitment and retention.
(from L-R, Top Row) FPANY Board members Myles Newborn, Alicia Fryc, James Tissot & Anja Luesink (from L-R, Bottom Row) FPA President Martin Kurtz, CFP®, AIFA®, FPANY Board members Gail Linn and Alan Schoenberger, FPANY Chapter Executive Maria Eckert & Chapter Leadership Resource Council Chair Shannon Pike, CFP®
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By Vicki Fillet, CFP®
Communications and Marketing Director
I would like to introduce myself and start a conversation with you, the members of the FPANY. As Communications and Marketing Director I want to reach out to you, but more importantly I want you to tell me what is important to you.
As Financial Planners serving a diverse group of clients, we have different needs and interests. We want to know what you want and how we can bring it to you.
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By Alicia Fryc
Membership Director
I would like to take this opportunity to welcome all the new members of the FPANY. Please take the time to get involved in the activities of the Club and you will be rewarded.
We will be hosting a reception for all new members in the Spring, late March or early April, look out for your invitation!
The purpose of this event is to expose new members to the opportunities available to them within the organization. You will have an opportunity to meet and talk with the members of the Board of Directors
This is a great networking event and I hope you won’t miss it. Look for your invitation in the next few weeks.
If you have any questions, feel free to contact me at afryc@fusionadvisornetwork.com.
By Vicki Fillet, CFP®
Communications and Marketing Director
This is a new addition for the newsletter. We hope to highlight information that should be helpful for us and our clients.
This quarter’s topic:
Freezing Access to Your Credit:
All three credit agencies permit you to put a “freeze” on your credit. When this is done, no one can access your credit history for any reason, thereby eliminating the ability of identity thieves to utilize your credit history fraudulently. Just contact the three agencies by mail or online to freeze your account. If you need to allow someone access, you can unfreeze your account to allow access, and then refreeze it again. It is an easy way to protect your identity and help your clients protect theirs.
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Last week Joe Imbriale and the Education/Practitioners Committee hosted a meeting on Social Networking. Our speaker was Kristin Andree who is head of Andree Media and Consulting. She is also a Social Media contributor for the Investment News.
She walked us through the different areas of Social Media, Facebook, LinkedIn, Google+ and others, indicating the effective ways to use these tools.
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FPA Business Solutions 2012 - March 4-6, 2012, San Francisco, CA - This conference touches on the "theory and practice" of primary business management topics, helping you create a more efficient, profitable practice.
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FPA Retreat 2012 - May 5-8, 2012, Scottsdale, AZ - FPA Retreat 2012 provides opportunities to find your center — or voice — in meeting the challenging demands of an ever-changing market. This is truly forward-looking content. Educational sessions with lively and uplifting conversations will be balanced by blending the art and science of financial planning with unique planner-focused events.
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FPA’s Practice Management Center - Your source for practice management solutions
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Virtual Learning Center - FPA's Virtual Learning Center is the best source of convenient financial planner CE (continuing education)
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By Lee Conti
Patricia Gottier, CFP®
Spring Forum – Co-Directors
The FPANY is proud to announce the 13th Annual Spring Forum!
Date: April 26, 2012
Time: All Day
Location:
Chase Conference Center
One Chase Manhattan Plaza
60th Floor
New York, NY
This is a great opportunity to earn CE credits and attend informative and useful presentations. There will be an Economic Panel Discussion and several breakout sessions.
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By Erika Safran, CFP® – Education Director
Joe Imbriale, CFP® – Education/Practitioners Director
InThe FPANY provides two opportunities every month (except for the Summer months) to obtain CFP® CE credit at no cost to you as members who have paid your chapter assessment.
The Education meeting is held on the 2nd Wednesday of each month. Refreshments and Networking from 5:00 to 6:00 pm. Presentation starts at 6:00 pm and ends at 8:00 pm. There are usually 2 CFP® CE credits available to members. We offer Ethics CFP® CE credit in this venue two times a year in the Spring and Fall.
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By Richard Konrad, Managing Partner
Value Architects Asset Management LLC
Year to date, January is off to a great start in equity markets. As of January 20th, the Dow is +4.12%, the Dow Transport Index, which measures what gets goods to market in a growing economy, is up 5.2%. The S & P 500 has gained 4.59%, a nice cushion for those looking at the January Effect, “as goes January, so goes the year”.
Is the tide turning? We are seeing some evidence of improvement in investor sentiment. The John Hancock Investor Sentiment Index is a quarterly poll of approximately 1,000 investors, and reflects the percentage of those who say they believe it is a "good" or "very good" time to invest, minus those who feel the
opposite.
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TV Superstar Don Francisco Helps Announce Retirement and Medicare Extra Help Applications
Michael J. Astrue, Commissioner of Social Security, announced that the agency’s most popular online services, the applications for retirement and Medicare and for Extra Help with Medicare prescription drug costs, are now available in Spanish. The new online services are available at www.segurosocial.gov, the robust Spanish version of Social Security’s award winning website, www.socialsecurity.gov.
“The Spanish online applications for retirement, Medicare, and Extra Help with Medicare prescription drug costs are so easy and can be completed in as little as 15 minutes,” said Commissioner Astrue. “I’m proud that Social Security is a leader in the Federal government in providing service in Spanish, and I thank Don Francisco for volunteering his time to help spread the word about these new online services.”
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By Paul Palazzo CFP® COA
Mentoring/Career Development Director
FPANY is very pleased to announce that the following members have recently passed the CFP Exam:
Brian Cummings
Myles Newborn
We extend our congratulations to them for this noteworthy accomplishment.
If you are studying for the CFP Exam please keep in mind that the FPANY offers CFP Exam Review Classes three times a year. The current session started on January 18th and will be completed on March 8th, 2012.
The next scheduled CFP Review Classes are scheduled to begin in May.
Please contact me at paul@altfest.com if you have any questions about this program.
By Vicki Fillet, CFP®
Communications and Marketing Director
See The least educated are the most vulnerable in economic downturns. During the current recession, unemployment rose from 7.4% to 13.3% (February ’08 to March ’09) among those with less than a high school diploma. The unemployment rate rose from 4.7% to 9% for those with a high school diploma during the same time period. But for new entrants to the job market, the outlook is much more dire. Unemployment among job seekers with no better than a high school diploma is a catastrophic 22.9% and a devastating 31.5% among high school dropouts.
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